Institutional Ownership Spdr Ser Tr Fds Spdr Portfolio (SPDW)
This table provides information about the institutional ownership of Spdr Ser Tr Fds Spdr Portfolio (SPDW). We have compiled data on the 1,049 institutions that hold shares in the stock, with a total of 535 Million shares, which have been reported (via 13F filing form) to have a value of $19.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Port Capital LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
18,000
shares
|
$661,140
0.03% of portfolio
|
Q2 2020
New holding
|
|
|
Newman & Schimel, LLC
|
Jan 20, 2023 Q4 2022 |
17,949
shares
|
$659,266
0.24% of portfolio
|
Q4 2022
Reduced 4.26%
|
|
|
Cannon Financial Strategists, Inc.
Athens, GA |
Jan 31, 2025 Q4 2024 |
17,846
shares
|
$655,483
0.1% of portfolio
|
Q4 2024
Added 0.11%
|
|
|
Acorn Financial Advisory Services Inc
|
Feb 14, 2025 Q4 2024 |
17,840
shares
|
$655,263
0.12% of portfolio
|
Q4 2024
Reduced 4.77%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Apr 01, 2025 Q1 2025 |
17,835
shares
|
$655,079
0.2% of portfolio
|
Q4 2024
Added 2.29%
|
|
|
Coppell Advisory Solutions Corp.
Coppell, TX |
May 15, 2024 Q1 2024 |
17,745
shares
|
$651,773
0.12% of portfolio
|
Q1 2024
New holding
|
|
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
Feb 12, 2025 Q4 2024 |
17,660
shares
|
$648,651
0.17% of portfolio
|
Q4 2024
Added 31.53%
|
|
|
M Holdings Securities, Inc.
Portland, OR |
Feb 13, 2025 Q4 2024 |
17,551
shares
|
$644,648
0.1% of portfolio
|
Q4 2024
Added 2830.05%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Feb 13, 2025 Q4 2024 |
17,535
shares
|
$644,060
0.07% of portfolio
|
Q4 2024
Added 7.09%
|
|
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
Jan 08, 2025 Q4 2024 |
17,502
shares
|
$642,848
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Jackson Hole Capital Partners, LLC
|
Feb 07, 2025 Q4 2024 |
17,157
shares
|
$630,176
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
Feb 10, 2025 Q4 2024 |
17,157
shares
|
$630,176
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Lumbard & Kellner, LLC
Hollis, NH |
Feb 14, 2025 Q4 2024 |
17,141
shares
|
$629,588
0.27% of portfolio
|
Q4 2024
Reduced 26.37%
|
|
|
Prospect Financial Group LLC
Arlington, VA |
Feb 11, 2025 Q4 2024 |
17,106
shares
|
$628,303
0.72% of portfolio
|
Q4 2024
New holding
|
|
|
Pfg Advisors
|
Feb 07, 2025 Q4 2024 |
17,065
shares
|
$626,797
0.04% of portfolio
|
Q4 2024
Reduced 11.61%
|
|
|
Spectrum Planning & Advisory Services Inc.
|
Jan 22, 2025 Q4 2024 |
16,870
shares
|
$619,635
0.51% of portfolio
|
Q4 2024
Added 0.35%
|
|
|
Redwood Investment Management, LLC
Scottsdale, AZ |
Feb 14, 2025 Q4 2024 |
16,670
shares
|
$612,289
0.06% of portfolio
|
Q4 2024
Added 3.93%
|
|
|
Richard P Slaughter Associates Inc
|
Apr 10, 2025 Q1 2025 |
16,588
shares
|
$609,277
0.19% of portfolio
|
Q1 2025
Reduced 65.18%
|
|
|
Laidlaw Wealth Management LLC
New York City, NY |
Jan 31, 2025 Q4 2024 |
16,388
shares
|
$601,931
0.21% of portfolio
|
Q4 2024
Added 1.04%
|
|
|
Kelly Financial Services LLC
Braintree, MA |
Apr 15, 2025 Q1 2025 |
16,293
shares
|
$598,441
0.23% of portfolio
|
Q1 2025
Added 36.05%
|
|
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
Jan 17, 2025 Q4 2024 |
16,250
shares
|
$596,862
0.38% of portfolio
|
Q4 2024
Reduced 5.47%
|
|
|
Black Diamond Financial, LLC
|
Feb 04, 2025 Q4 2024 |
16,214
shares
|
$595,540
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
16,188
shares
|
$594,585
0.01% of portfolio
|
Q4 2024
Added 3.91%
|
|
|
Triumph Capital Management
|
Feb 14, 2025 Q4 2024 |
16,171
shares
|
$593,960
0.2% of portfolio
|
Q4 2024
Reduced 17.16%
|
|
|
Talon Private Wealth, LLC
The Villages, FL |
Feb 14, 2025 Q4 2024 |
16,171
shares
|
$593,960
0.2% of portfolio
|
Q4 2024
New holding
|